Teresa goes above and beyond to solve clients’ most complex tax issues. But it’s her direct and honest approach and great sense of humor that creates an environment of camaraderie and support even in the face of stressful situations.
Teresa has a range of tax compliance and consulting experience, including working with regulated investment companies (RICs) and private equity funds. She provides tax compliance and outsourcing services, including reviewing tax provisions, excise calculations and tax returns. She works with clients ranging from individual funds to large series trusts with multiple funds.
- Involved in training and staff development for the firm's Tax Practice
- Vici, Inc. (Treasurer)
A resident of Columbus, Ohio, Teresa is a health and fitness fanatic and a self-proclaimed “adrenaline junkie” with a nomadic spirit. From dog sledding in the upper peninsula of Michigan and skydiving in Chicago, to cage diving with sharks in South Africa and rappelling waterfalls in Bali, there is almost no adventure she won’t try at least once. Teresa’s philosophy is make your life an amazing story to tell!